All Sales Articles - Page 4

Using customer relationship management (CRM) software is a must for qualifying leads, managing contacts, organizing sales opportunities, and closing deals for any sales professional. In this article, 17 sales experts share their CRM best practices to be as efficient and productive as possible. Here are the top tips and CRM best practice examples from the…

Trouble ticketing software converts incoming support requests from one or more channels into tickets that your support agents solve. They offer features for organizing, delegating, and evaluating these requests in an efficient manner. We looked at the best free help desk ticketing systems on the market and evaluated them based on price, features, and usability….

Insightly and Salesforce each offer useful platforms for organizing project and sales-related information. Both customer relationship management (CRM) tools offer account, contact, and deal management utility. However, when comparing Insightly vs Salesforce, Salesforce is a better overall choice for small businesses. Insightly, instead, is a good option for solopreneurs and small teams managing complex projects….

Sales time management involves learning how to allocate your time to be as productive as possible. Sales professionals have a daily schedule packed with negotiating deals, fostering new leads, and pitching demos, making time management a necessity. We’ve generated 13 time management tips to help you improve sales productivity and close more deals. Most sales…

An estimate template is a reusable form that can be sent to customers to provide a breakdown of the costs associated with a project or product purchase. Estimates should include both the materials and labor involved, and these templates are designed to be easy to use for a variety of businesses. Pipedrive is a customer…

InfusionSoft and Salesforce are customer relationship management (CRM) tools that can help teams manage marketing and sales activities. InfusionSoft is good for businesses wanting affordability without sacrificing either marketing tools or quote management. However, Salesforce is better for teams looking for comprehensive and customizable reporting functionality that empowers individual sales reps with actionable information. When…

Pipedrive and HubSpot both help small businesses manage leads and activities driving sales. We evaluated both customer relationship management (CRM) tools and found that while HubSpot CRM is good for businesses wanting a free tool that is easy to use, Pipedrive’s unique pipeline view makes it a better choice for teams focused on closing deals….

Free CRM software helps businesses manage relationships with customers and prospects, but typically includes limits on users or available features compared to paid options. We examined more than a dozen programs offering free plans with no time restrictions to identify the top six CRM options for startups and small businesses and the overall best. Top…

Both Pipedrive and Zoho CRM provide customer relationship management (CRM) services, but the tools differ in their approaches. In our comparison of Pipedrive vs Zoho CRM, we found that Zoho CRM is great for organizations that just want a low-cost but scalable CRM, while Pipedrive is better for teams looking to manage information visually. When…

Sales and operations planning (S&OP) is a set of activities undertaken by entrepreneurs or senior leadership to coordinate sales functions and product fulfillment. Its purpose is to proactively ensure customers’ needs are met throughout the sales life cycle. It’s great for organizations with complex sales cycles. Benefits include satisfied customers and productive sales teams. For…

Customer relationship management (CRM) tools that integrate with Slack, a web-based communication service, centralize conversations, and file sharing between users and user groups. The integration reduces the time spent toggling between applications and reliance on email. We evaluated a variety of Slack CRMs and compiled a list of the six best options, including the best…